Hello all, A nonprofit database guru in Chicago just posted this wonderful list of case management solutions to another email list.
I'm passing it on with permission. Tim works for the IT Resource Center, his information is below. Rick Rick Birmingham Technology Circuit Rider 651-632-7231 Ph MAP for Nonprofits 651-647-1369 Fax [EMAIL PROTECTED] The Management Assistance Program for Nonprofits 2233 University Avenue West, Suite 360 St. Paul, MN 55114 -----Original Message----- From: Tim Mills-Groninger [mailto:[EMAIL PROTECTED] Sent: Wednesday, August 25, 2004 11:42 AM To: [EMAIL PROTECTED] Subject: RE: [RIDERS-TECH] case management out-of-the-box [--- Snip ---] We have a simple case management template that we've adapted to refugee relocation, particularly in meeting DOS requirements for tracking various case numbers, arrival info, sponsorship, education in COO and the US and the like. You can contact me off list for more details. This is my list of case management solutions overall. I haven't checked all of the links lately, but it's a start: Internet Resources Client management AppointmentsPRO http://www.ssoft.com/products/pro/overview.htm SpectraSoft AppointmentsPRO(tm) Version 8.0 is a powerful appointment scheduling solution that simplifies appointment tasks and improves office efficiency. AppointmentsPRO has been designed to be both easy to use and extremely flexible. Built to visually resemble the familiar scheduling book, AppointmentsPRO enables you to schedule and reschedule appointments with a few simple mouse clicks. You can reduce cancellations and no-shows with automated print, email, and telephone appointment reminders. Save office staff hours each week with powerful features like Find Appointment, Appointment Reminders, Appointment History, and Daily Reports. Manage your practice like never before with a myriad of reports. Improve patient satisfaction with faster more Automated Case Management Systems http://www.acmsinc.com/ CASEWATCH® is a multi-user, interactive database management system designed to meet the needs of diverse organizations whose missions range from direct provision of healthcare to social services case management to monitoring providers of care. CASEWATCH® can manage an entire organization, serve as a departmental system within a larger organization, or manage a network of organizations. CASEWATCH® is modular by design meaning an organization uses only the functions that are appropriate CMHC Client and Case Management Applications http://www.cmhc.com/index.html CMHC Systems is the industry leader in providing management information systems for mental health, substance abuse, MR/DD, and children and family agencies in the United States. We help human services organizations nationwide meet their accountability, fiscal, and clinical information needs by bringing our customers the technology required to meet their increasingly complex needs. As you plan for the future needs of your organization, you need to know that the company providing your software today will be here tomorrow to support it. Since 1978, CMHC Systems has established a proven track record of developing effective, fully integrated human service management software, backed by excellent support. The result is a successful, sound, and growing company working to serve our customers. With comprehensive consultation, implementation, training, and customer support services, we're ready to become your ongoing partner in meeting and surmounting the Community TechKnowledge - Client Tracking ASP http://www.communitytech.net In 1996, Community TechKnowledge® began developing human service software applications. CTK offers one of the first completely secure, online software applications that efficiently tracks and evaluates the impact of human services and funding on our communities. The main mission of Community TechKnowledge is to expand the practical utilization of web- based, cost and time effective data management tools for not for profit and government agencies in health and human services. Computers in mental health http://www.ex.ac.uk/cimh/welcome.htm Software listing CRM Report from Intelligent Enterprise http://www.intelligentcrm.com/feature/010524/feat1.shtml CRM is, by far, one of the fastest growing and most misunderstood business areas today. CRM, when successful, has been proven to have a tremendous ROI. Statistics from myriad sources consistently show that companies successfully implementing customer-centric CRM enjoy higher prices, faster growth rates, lower customer turnover, increased market share, and higher margins. However, despite the tremendous potential and proven return on investment, industry surveys say that as many as 60 percent of CRM solution implementations fail the first time. How can such a dichotomy of success and failure exist? Close examination of best practices from CRM successes and characteristics of failed CRM projects show that CRM can be highly effective, but must be implemented in a strategic, focused, and holistic manner that leads to success. Companies striving to fully realize the benefits of successfully implemented CRM should consider the following recommendations. Echo Client Management http://www.echoman.com/ Echo's software delivers a wide range of clinical and billing solutions to help address your specific business issues. With Echo, you can select a solution that matches your technology needs. ETO Software http://socialsolutionsonline.com/eto.cfm ETO Software(tm) is customizable, affordable, and easy-to-use. ETO Software(tm) is in use by over 250 human service organizations in the United States and Canada. ETO Software(tm) allows users to establish, track and monitor any of the demographic, outcome, assessment, or survey data that defines performance in their service sector. More importantly, ETO Software(tm) allows users to relate staff efforts to the outcomes that demonstrate, create and sustain the relationships that drive the human services industry, including counseling, teaching, recruiting, fundraising and employment. ETO Software(tm) unites staff, program, and organizational efforts and directs them toward the achievement of mission-critical outcomes by allowing real-time reporting, analysis and decision- making at every level of an organization. European Social Welfare Information Network http://www.eswin.net/home1.htm The European Social Welfare Information Network (ESWIN) is a network that enables professionals to obtain secondary and tertiary information on social welfare topics in various countries of the UN- European Region. The network has a web site which enhances access to information from member countries in the network that includes national information on social welfare systems, key resources and professional bodies active in the area. Foothold/Awards Case Management http://www.footholdtechnology.com/about.html In the spring of 2000, Foothold Technology was born from Community Access (CA), the New York City supportive housing nonprofit that developed AWARDS. The AWARDS software package was developed over the last decade to track the data and serve the needs of CA and two other multi- service supportive housing agencies. Today, AWARDS is delivered by Foothold using the latest technology, the application service provider (ASP) model. The ASP model takes software off of the desktop computer and uses the World Wide Web as a Wide Area Network - linking multiple offices together. This eliminates the need for acquiring expensive hardware and technical staff. By allowing one-time data entry, from any Internet connection, Foothold Technology represents a revolution for the staff of nonprofits - freeing them from the burdens of record keeping and allowing them to focus on their mission. Our company's goal is to minimize the time required for our clients' administrative functions by providing automated reporting and data collection efficiencies. The end result is that agencies get to do what they wanted to do in the first place: serve the disenfranchised, HIMSS (Healthcare Information and Management Systems Society) i http://www.himss.org/ASP/index.asp HIMSS (Healthcare Information and Management Systems Society) is the healthcare industry's membership organization exclusively focused on providing leadership for the optimal use of healthcare information technology and management systems for the betterment of human health. Founded in 1961 with offices in Chicago, Washington D.C., and other locations across the country, HIMSS represents more than 14,000 individual members and some 220 member corporations that employ more than 1 million people. HIMSS frames and leads healthcare public policy and industry practices through its advocacy, educational and professional development initiatives designed to promote information and management systems' contributions to ensuring quality patient care. Visit Homeless Management Information Strategies (hmis) http://www.hud.gov/offices/cpd/homeless/hmis/index.cfm The following reports and materials provide communities with valuable direction and technical assistance resources on strategies to collect information on homeless persons. Congress has indicated that jurisdictions should be collecting an array of data on homelessness, including unduplicated counts, use of services and the effectiveness of the local homeless assistance system. HUD has been directed by Congress to work with jurisdictions toward this end and be able to analyze local homeless data by 2004. This website will be updated periodically with the latest in HUD requirements and guidance on HUD Continuum of Care reference files http://groups.yahoo.com/group/HUD-CofC/files/ Yahoo groups posting of files concentrating on homeless issues Human service spreadsheet-based data analysis http://web.utk.edu/~dap/Random/Order/Start.htm A series of interactive instructional modules that present and demonstrate the use of spreadsheets in data collection, statistical analysis, and graphical representation in social work and human services practice. The topics covered are listed below. 1. Data collection tools 2. Selecting samples 3. Data cleaning 4. Frequency distributions and histograms 5. Descriptive statistics 6. Bivariate statistics 7. Cross-tabulation tables 8. Single-system designs 9. Graphical representation IT in social work http://www.cwru.edu/msass/harris/pathfinders/info Case Western Reserve University has produced a very useful "Information Technology in Social Work JEMZS case management http://www.jemzs.com/ JEMZS provides case management, client tracking and outcomes measurement solutions for non- profits and social service agencies. JEMZS is a web based application that is highly flexible, secure and easy to use. The savings JEMZS delivers can be realized not only in terms of dollars, but also in terms of gained productivity and better customer service. KidSmart Human Service/Employment ASP http://kssc.com/ KidSmart Software Company is an Application Service Provider (ASP) specializing in highly-flexible database solutions for government-funded employment, training, and human-services agencies. KidSmart's flagship software program, CaseManager 2000, was designed from the ground up as a flexible, high-performance case management and reporting solution that quickly and easily adapts to changes in a funding source's data and reporting requirements. KidSmart's server-based remote access platform, SmartNet, enables quick, reliable access to CaseManager 2000 from virtually any location, while minimizing investment in local resources. KidSmart provides a full range of consulting services to ensure that CaseManager 2000 is precisely tailored to a client's needs, and a full range of instructional services to ensure that a client's employees learn to use CaseManager 2000 quickly and efficiently. MIS for Collaborative Approaches to Homelessness http://comnet.org/graphics/orgs/collaboratorycs/MISReport.PDF Report Nonprofit ASP summaries/links http://hometown.aol.com/egeratylsw/asp.html Nonprofit organizations are increasingly using Internet Application Providers (ASPs) to develop and manage databases, transfer documents, and maintain client and staff data, rather than computer software application programs. There has been a fear that database systems that are not located "onsite" are somehow less reliable than onsite computer applications like Access and Excel. However, as many have found, these onsite applications are complicated, require updates frequently, and each individual using these applications must be trained in the particular application. The issue of "losing the information" if the Internet provider service goes offline for any reason is usually alleviated when we realize that most of the ASP's have a number of backup sites, mirror sites, and harddrive backups for your information. Confidentiality issues can be alleviated when we realize that most of the ASPs provide encryption technology as part of the service, and client data is coded so that only your organization knows the identity of the client. Below you will find links to a number of Application Service providers that are suitable for nonprofit Online Appointment Manager http://www.peakhealthweb.com/solutions/appt.php The most feature rich online appointment scheduling product in the industry, Online Appointment Manager can be integrated into a new or existing website. It is extremely useful for small businesses that schedule appointments such as chiropractors, doctors, massage therapists, spas, and salons. Pathways Community Network Case Management Tools http://www.pathways-usa.org/ Welcome to Pathways Community Network... a collaborative effort of nonprofit social services organizations, local government agencies and individuals - using the latest and best secure Internet technology to strengthen services for the working poor and homeless, helping them to change many more lives each year. Pathways initiatives have been honored by PC WEEK magazine, Technology Managers Forum, the U.S. Department of Housing and Urban Development, and the Ericsson Internet Community Awards. Peter Martin Associates http://www.petermartin.com/ Peter Martin Associates is the leading provider of software solutions for human service and public health professionals. Our products support the goals of agencies both large and small, helping them to deliver more focused services and to achieve better outcomes. Whether your organization is a private, community-based organization or a large state agency, PMA's software can help you streamline your services and better understand the unique needs of the community you serve PracticeWorks http://www.practiceworks.com/ ROCHESTER, N.Y., Oct. 7 - Eastman Kodak Company today announced the completion of its acquisition of PracticeWorks, Inc., Atlanta, Ga., a leading provider of dental practice management software (DPMS). In the purchase, Kodak also acquired PracticeWorks' subsidiary, Trophy Radiologie, S.A., a leading provider of dental digital radiographic imaging systems in Paris, France Results and Performance Accountability http://www.resultsaccountability.com/ The Fiscal Policy Studies Institute (FPSI) was established in 1996 to assist communities, cities, counties, states and nations working to measurably improve the well-being of their citizens. Since then FPSI has worked with state and local partners, from the public and private sectors, in over 30 states, 12 countries, and the United Nations. RX Assist patient tracking http://www.volunteersinhealthcare.org/softinfo.htm Volunteers in Health Care created the RxAssist Plus Patient and Medication Tracking Software to meet the needs of organizations helping low-income uninsured and underserved patients apply for medications through the pharmaceutical manufacturers' patient assistance programs. RxAssist Plus allows you to: ¨ Store and track information on patients, visits, and providers ¨ Connect to the RxAssist website (www.rxassist.org) to locate information on patient assistance programs and then download application forms which are automatically filled out using previously entered information on patients and prescribers ¨ Track the status of applications to patient assistance programs ¨ Track medications dispensed to patients ¨ Run reports on the characteristics of clients you assist in applying to the pharmaceutical companies' patient assistance programs ¨ Run reports to assist in tracking the process of applying to pharmaceutical company patient assistance programs, including reminders about applying for a refill, alerts about outstanding applications, etc. ¨ And more. Sequest Technologies/TIER client management http://www.sequest.net/home.html Sequest Technologies, Inc. develops, markets, and supports TIER® (Totally Integrated Electronic Record) software - a comprehensive, easily-customizable user-friendly software solution that can automate any organization's Data Collection, Workflow Processes, Data Management, and their entire record-keeping systems. Sequest Technologies, Inc. also markets a Billing component for TIER®. In addition, Sequest Technologies, Inc. provides client services for successful installation and follow-up technical support for TIER®. Servicepoint case management ASP http://www.servicept.com/ ...a revolutionary, web-enabled product allowing social service agencies, coalitions, or communities to manage real-time client and resource data. ServicePointTM provides robust client tracking, case management, agency/program indexing, and reporting through a web interface. Combining the ease of the Internet and the performance of an SQL database, ServicePointTM is the simplest way to manage your information. Social Solutions ETO http://www.socialsolutionsonline.com/ Our patent-pending ETO Software(tm) provides a web-based, easy-to-use, customizable tool that seamlessly relates an organization's staff efforts to the accomplishment of user-defined outcomes. ETO Software(tm) documents and demonstrates your organization's impact in the lives of the people and the communities you serve. ETO Software(tm) is a tool for public and private nonprofit organizations that want to more effectively demonstrate incremental success and capture evidence around the intangible benefits gained through client relationships. ETO Software(tm) easily incorporates new performance indicators at any time - whether you need to add changing funding requirements or anticipate future opportunities. SunCoast Custom Programming & Web Design - Iris http://www.suncoastprograms.com/main.htm The IRis Software Products are designed with the executive director, database administrator, and end-user in mind. Our database-driven products offer ease-of-use, speed, and special built-in features which allow organizations to adapt with the ever changing needs of Information & Referral, Case Management, and Volunteer Opportunities Management. ### Hth, Tim Tim Mills-Groninger IT Resource Center, Chicago 312/372-4872 x132 http://itresourcecenter.org ___________________________________ Nonprofit Tech Talk is a service of MAP for Nonprofits with partial funding support from the Greater Twin Cities United Way. Opinions expressed on this list are those of the individual author and not necessarily the opinion of MAP or the United Way. MAP provides cost-effective, high-quality technology support, planning, implementation and training to Minnesota nonprofit organizations. 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